Jetbuilt

Support

How to setup your Settings. Can't find an answer? Click the chat in the bottom right.

Settings

Here is how to add additional users to your company's account

Inviting Team Members to Your Account

Here's an explanation of the different roles/permissions a user can have.

User Permission Breakdown

How to deactivate a user, or reactivate a deactivated user.

Deactivate Or Reactivate A User

Where to find projects that belonged to a Jetbuilt user that is now deactivated.

What happens to a user's projects when they're deactivated?

Two-Factor Authentication

Team Settings

How to opt in/out of the various types of email notifications

Adjusting Email Notifications

Find items in the Builder and Vendors Area using part number instead of model

Search By Part Number

How to change whether your products are favorited when added to a project by default

Automatically Favorite Items

Require projects to be approved by a manager before proposals are sent

Manager Approval

Company Setting to turn on/off the ability to push product data to the database the first time an item is used.

Turn on/off Push New Items to Database

Set which labor units open by default when editing line items

How to Set Default Labor Units

How to set up default rooms and systems that will appear in a checklist for each project you create.

Default Rooms and Systems

Setting up default shipping methods for purchasing

How to Set a Shipping Method

How to Set your Currency

How to set up default tax on equipment, shipping, and labor rates.

Default Tax Preferences

How to create and edit Labor Rates and Costs for your company

Set Default Labor Rates and Costs

Learn how to translate your labor types when using reports in different languages.

Labor Type Translations

How to edit project numbers, or change your company's default project numbering format.

Custom Project Numbers

Creating Factors

Use Labor Presets to quickly add labor to items in your projects

Labor Presets

How to set up an Equipment Pricing Program to quickly discount or markup your equipment prices.

Equipment Pricing Programs

Create customized sets of labor rates that you can apply to certain projects or clients.

Labor Pricing Programs

Creating Service Packages

Create automatic versions of your projects

Automatic Versioning

Manually define your exchange rates for your company's projects

Company-Defined Conversion Rates

How to set up your company account as a Jetbuilt Admin

Edit Company Settings

Company Settings

How to create multiple office locations within your company.

Create Office Locations

How to tailor your Builder Search results to only show products for which you have connected dealer pricing

Connected Products Search

Setting up the Engineering/Scrub stage in your Company Settings

How to Turn On the Engineering/Scrub Stage

How to set your company's default purchasing and selling currencies

Setting Up Purchasing/Selling Currencies

Now, each Office in your company can have their own labor rates

Unique Office Labor Rates

This article will discuss enhanced functionality for Office locations within your Company

Office Level Pricing Programs and Factors

All about Jetbuilt's Multi-Currency Functionality

Multi-Currency

Office Settings

Create Subscription

How to Change Billing Permissions and Recipients

Manage Billing Information and Billing Email

How to update your credit card payment information

Update Credit Card

Change the Plan

Cancel Subscription

Billing Settings

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.